The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
4D MOLECULAR THERAPEUTICS IN COM 35104E100   7,754,923 369,458 SH   SOLE   369,458 0 0
89BIO INC COM 282559103   1,315,458 164,227 SH   SOLE   164,227 0 0
AKERO THERAPEUTICS INC COM 00973Y108   25,440,024 1,084,400 SH   SOLE   1,084,400 0 0
ALECTOR INC COM 014442107   10,808,396 2,380,704 SH   SOLE   2,380,704 0 0
ALIGN TECHNOLOGY INC COM 016255101   66,443,226 275,207 SH   SOLE   275,207 0 0
ALPHATEC HLDGS INC COM NEW 02081G201   22,936,705 2,194,900 SH   SOLE   2,194,900 0 0
ALPHATEC HLDGS INC NOTE 0.750% 8/0 02081GAB8   56,550,744 58,217,000 PRN   SOLE   58,217,000 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   23,468,648 611,800 SH   SOLE   611,800 0 0
APOGEE THERAPEUTICS INC COM 03770N101   94,126,853 2,392,042 SH   SOLE   2,392,042 0 0
ARGENX SE SPONSORED ADR 04016X101   71,783,997 166,924 SH   SOLE   166,924 0 0
ARVINAS INC COM 04335A105   13,768,663 517,230 SH   SOLE   517,230 0 0
AVADEL PHARMACEUTICALS PLC COM SHS G29687103   40,754,864 2,898,639 SH   SOLE   2,898,639 0 0
BRIDGEBIO PHARMA INC COM 10806X102   8,753,313 345,571 SH   SOLE   345,571 0 0
BRIDGEBIO PHARMA INC NOTE 2.250% 2/0 10806XAD4   52,268,761 65,594,000 PRN   SOLE   65,594,000 0 0
BRIDGEBIO PHARMA INC NOTE 2.500% 3/1 10806XAB8   142,965,899 140,838,000 PRN   SOLE   140,838,000 0 0
CASTLE BIOSCIENCES INC COM 14843C105   9,058,497 416,100 SH   SOLE   416,100 0 0
CELCUITY INC COM 15102K100   8,462,612 516,643 SH   SOLE   516,643 0 0
CG ONCOLOGY INC COM 156944100   104,481,136 3,309,507 SH   SOLE   3,309,507 0 0
CONMED CORP NOTE 2.250% 6/1 207410AH4   4,477,567 5,000,000 PRN   SOLE   5,000,000 0 0
CULLINAN THERAPEUTICS INC COM 230031106   3,072,457 176,173 SH   SOLE   176,173 0 0
CUTERA INC NOTE 4.000% 6/0 232109AG3   5,031,513 29,000,000 PRN   SOLE   29,000,000 0 0
CUTERA INC NOTE 2.250% 6/0 232109AD0   5,048,000 25,240,000 PRN   SOLE   25,240,000 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109   41,834,757 3,035,904 SH   SOLE   3,035,904 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J200   1,956,446 2,442,504 SH   SOLE   2,442,504 0 0
DEXCOM INC NOTE 0.375% 5/1 252131AM9   81,211,400 82,700,000 PRN   SOLE   82,700,000 0 0
DEXCOM INC NOTE 0.250%11/1 252131AK3   73,775,625 73,500,000 PRN   SOLE   73,500,000 0 0
DIANTHUS THERAPEUTICS INC COM 252828108   9,494,104 366,851 SH   SOLE   366,851 0 0
ELEVATION ONCOLOGY INC COM 28623U101   6,689,558 2,477,614 SH   SOLE   2,477,614 0 0
EXACT SCIENCES CORP COM 30063P105   48,235,896 1,141,678 SH   SOLE   1,141,678 0 0
GLAUKOS CORP COM 377322102   58,769,770 496,576 SH   SOLE   496,576 0 0
GUARDANT HEALTH INC COM 40131M109   81,094,116 2,807,968 SH   SOLE   2,807,968 0 0
GUARDANT HEALTH INC NOTE11/1 40131MAB5   208,115,833 268,252,000 PRN   SOLE   268,252,000 0 0
HAEMONETICS CORP MASS NOTE3/0 405024AB6   10,367,250 11,500,000 PRN   SOLE   11,500,000 0 0
HARROW INC COM 415858109   6,208,257 297,188 SH   SOLE   297,188 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105   27,019,413 797,268 SH   SOLE   797,268 0 0
INSPIRE MED SYS INC COM 457730109   50,780,857 379,443 SH   SOLE   379,443 0 0
INSULET CORP NOTE 0.375% 9/0 45784PAK7   74,409,000 68,000,000 PRN   SOLE   68,000,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   44,707,425 100,500 SH   SOLE   100,500 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   11,762,212 1,466,610 SH   SOLE   1,466,610 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   56,657,067 526,357 SH   SOLE   526,357 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108   28,937,273 4,438,232 SH   SOLE   4,438,232 0 0
IRONWOOD PHARMACEUTICALS INC NOTE 1.500% 6/1 46333XAH1   84,647,255 89,740,000 PRN   SOLE   89,740,000 0 0
KEROS THERAPEUTICS INC COM 492327101   44,886,951 982,209 SH   SOLE   982,209 0 0
KINIKSA PHARMACEUTICALS INTL ORD SHS CL A G52694109   38,428,517 2,058,303 SH   SOLE   2,058,303 0 0
KRYSTAL BIOTECH INC COM 501147102   19,682,352 107,179 SH   SOLE   107,179 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   73,951,899 1,669,720 SH   SOLE   1,669,720 0 0
LEXEO THERAPEUTICS INC COM 52886X107   22,174,995 1,382,481 SH   SOLE   1,382,481 0 0
LEXICON PHARMACEUTICALS INC COM NEW 528872302   13,935,516 8,294,950 SH   SOLE   8,294,950 0 0
LIVANOVA PLC SHS G5509L101   9,533,198 173,900 SH   SOLE   173,900 0 0
LONGBOARD PHARMACEUTICALS IN COM 54300N103   5,566,180 205,926 SH   SOLE   205,926 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   64,612,105 9,024,037 SH   SOLE   9,024,037 0 0
NEOGENOMICS INC NOTE 0.250% 1/1 64049MAB6   90,849,918 116,381,000 PRN   SOLE   116,381,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   104,492,769 759,009 SH   SOLE   759,009 0 0
NEVRO CORP COM 64157F103   14,303,627 1,698,768 SH   SOLE   1,698,768 0 0
NOVOCURE LTD NOTE11/0 67011XAB9   129,792,037 140,834,000 PRN   SOLE   140,834,000 0 0
NUVASIVE INC NOTE 0.375% 3/1 670704AJ4   110,066,033 114,206,000 PRN   SOLE   114,206,000 0 0
OCULAR THERAPEUTIX INC COM 67576A100   11,243,387 1,643,770 SH   SOLE   1,643,770 0 0
ORTHOPEDIATRICS CORP COM 68752L100   31,859,465 1,107,770 SH   SOLE   1,107,770 0 0
OUTSET MED INC COM 690145107   2,673,921 694,525 SH   SOLE   694,525 0 0
PARAGON 28 INC COM 69913P105   28,386,746 4,150,109 SH   SOLE   4,150,109 0 0
PENUMBRA INC COM 70975L107   38,260,542 212,594 SH   SOLE   212,594 0 0
PULMONX CORP COM 745848101   4,771,110 752,541 SH   SOLE   752,541 0 0
RELAY THERAPEUTICS INC COM 75943R102   19,604,329 3,006,799 SH   SOLE   3,006,799 0 0
REPLIGEN CORP COM 759916109   40,781,545 323,509 SH   SOLE   323,509 0 0
REPLIMUNE GROUP INC COM 76029N106   9,120,393 1,013,377 SH   SOLE   1,013,377 0 0
SAREPTA THERAPEUTICS INC COM 803607100   12,940,200 81,900 SH   SOLE   81,900 0 0
SAREPTA THERAPEUTICS INC NOTE 1.250% 9/1 803607AD2   55,512,074 43,066,000 PRN   SOLE   43,066,000 0 0
SPYRE THERAPEUTICS INC COM NEW 00773J202   59,116,788 2,514,538 SH   SOLE   2,514,538 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108   9,831,715 5,120,685 SH   SOLE   5,120,685 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   38,958,297 70,449 SH   SOLE   70,449 0 0
TRANSMEDICS GROUP INC COM 89377M109   28,611,775 189,960 SH   SOLE   189,960 0 0
TRAVERE THERAPEUTICS INC NOTE 2.500% 9/1 761299AB2   48,825,020 56,031,000 PRN   SOLE   56,031,000 0 0
VAXCYTE INC COM 92243G108   61,034,960 808,303 SH   SOLE   808,303 0 0
VIKING THERAPEUTICS INC COM 92686J106   58,677,034 1,106,905 SH   SOLE   1,106,905 0 0
XENON PHARMACEUTICALS INC COM 98420N105   99,836,741 2,560,573 SH   SOLE   2,560,573 0 0